CWM

Calamos Wealth Management Portfolio holdings

AUM $2.76B
1-Year Est. Return 25.23%
This Quarter Est. Return
1 Year Est. Return
+25.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$25.4M
3
+$7.75M
4
HES
Hess
HES
+$6.49M
5
CB icon
Chubb
CB
+$6.46M

Top Sells

1
+$7.47M
2
+$6.17M
3
+$5.62M
4
CSCO icon
Cisco
CSCO
+$4.59M
5
AIG icon
American International
AIG
+$4.53M

Sector Composition

1 Technology 23.4%
2 Financials 9.81%
3 Healthcare 8.75%
4 Consumer Discretionary 8.11%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.54M 0.14%
+60,000
102
$1.53M 0.14%
7,500
-31
103
$1.53M 0.14%
28,270
-3,650
104
$1.46M 0.13%
18,639
+2,124
105
$1.44M 0.13%
24,564
+682
106
$1.43M 0.13%
12,600
+1,710
107
$1.42M 0.13%
+500
108
$1.4M 0.13%
922
+27
109
$1.39M 0.13%
11,126
+5,293
110
$1.36M 0.12%
32,910
+15,740
111
$1.36M 0.12%
19,788
-405
112
$1.35M 0.12%
143,014
+21,820
113
$1.33M 0.12%
19,230
+3,015
114
$1.33M 0.12%
256,400
+39,166
115
$1.32M 0.12%
25,210
-637
116
$1.31M 0.12%
5,004
-1,460
117
$1.24M 0.11%
16,657
+2,232
118
$1.21M 0.11%
4,933
119
$1.18M 0.11%
26,923
+4,048
120
$1.15M 0.1%
+25,000
121
$1.13M 0.1%
+18,372
122
$1.12M 0.1%
32,156
-774
123
$1.1M 0.1%
18,380
124
$1.09M 0.1%
36,721
-9,860
125
$1.07M 0.1%
9,262
-75
3 4
5
6 7